20070920 Padua -- KE Activities Update

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Knowledge Exchange and itsview on Open Access

Berlin 5 Open Access From Practice to ImpactPadua, September 2007


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20 September 2007 Berlin 5 -- Open Access Conference, Padua 2007 2

Denmarks Electronic Research Library(Denmark)

German Research Foundation (DFG)(Germany)

Joint Information Systems Committee(United Kingdom)

SURF Foundation

(Netherlands)

Who is Knowledge Exchange (KE)?


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KE Mission and ApproachMission

to develop closer working relationships between the partner organisations in order toincrease the return on national investment in ICT infrastructure, services and projects inhigher education and research.

Approach

By sharing knowledge, exploring differences, collaborating and promoting internationaldialogue, the Knowledge Exchange seeks to:

add genuine value to the activities of the partners, which requires infrastructure andservices developed in collaboration organisations by fostering closer workingrelationships between those organisations at all levels

support the European agenda by promoting better access to information resourcesin higher education and research

create the optimal virtual environment for Higher Education and ResearchCommunity who need to choose from a wide array of possible technologies andapproaches


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How does KE work?

Structural exchange

Partner Reps meet frequently to exchange developments within the four organisations

Continuous process of spotting opportunities, brokering between demand and supply fromwithin the organisations

Procure overviews on topics of mutual interest: state-of-affair reports comparing level of development, ambitions and issues to be solved

Analyse and synthesize findings and propose next steps to proceed

Strategic management meet regularly and formulate shared vision

to support improved decisions

Organise expert workshops (invite specialists outside Knowledge Exchange) or conduct

further research that will lead to recommendations for the partner organisations the corebusiness of Knowledge Exchange!

Each partner individually decides to follow the recommendation or not, embark in joint or separate action


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Activities in years one and two Partner perspectives

Strategic vision Sustainability

Issues of national priority National licences Institutional repositories Open Access

Other Issues ePortfolios

Emerging Issues Trust Federations (Shibboleth) Virtual Research Environments

Continuous brokerage on emerging projects

to identify experts to provide prior knowledge alerts to conferences & events international partnerships


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A strategic visionTo make a layer of scholarly and

scientific content openly availableon the Internet

Building an integrated repositoryinfrastructure

Exploring new developments in the futureof publishing

Facilitating integrated managementservices within education and researchinstitutions

Supporting the European digital librariesagenda

Berlin, October 2006


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Knowledge Exchange Vision

Building an integrated repository infrastructure A robust interoperable network of repositories will form the backbone for science and scholarship in the 21 st century. Repositories can store and make available adiverse range of scientific and scholarly output, facilitating the Open Access agenda of making research and teaching materials freely available.

In an interoperable network , repositories enable powerful new forms of collaboration and communication among researchers as well as betweenteachers and students.

Exploring new developments in the future of publishing Enabling access to research means creating a new environment for publishing in which the diverse range of products of science and scholarship are openly available. This means working with publishers to find new licensing models

and platforms for the output of research .

It also means working with researchers and funding agencies to support theOpen Access agenda and the transition from text to data publication .


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Institutional Repositories

Goals

emphasis to ensure interoperability -- Towards a common vision of repositoryinfrastructure.

Focus on solving genuine problems not currently being tackled elsewhere -- nottalks, but tasks.

Involve DRIVER (EU).

Activities

Workshop of experts (from eight European countries, January 2006, in Utrecht)focusing on usage statistics, research paper metadata, exchanging researchinformation, author identification, OAI, and eTheses.

Outcome : 6 reports including recommendations for future actions (available on theKE Website)

Recommendations have been reviewed by IR experts of partner organisations and KE Group and will be discussed to prioritise recommendations for funding and advise partners on next steps.


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Institutional Repositories

Currently under Considertation:

Promoting CRIS OAR Interoperability

To increase the operational interoperability of metadata used in CRIS (CurrentResearch Information Systems) and OAR (Open Access Repository) systems bydefinition of a metadata exchange format and a common vocabulary that can be usedby both platforms.

Compound Objects in Electronic Theses and Dissertation

Address the practical interoperability challenges that arise from storing and sharingcompound (that is, multi-file) electronic theses or dissertations (ETDs) via aninstitutional repository. These include the lack of:

a commonly agreed data model for compound ETDs clarity over how best to ensure compound ETDs can be legally stored and

shared understanding of the ways in which preservation could best be managed for

compound ETDs

guidance or identified good practice in authoring compound ETDs


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National Licences

Goals Create a framework for multi-national licensing Exchange best practices and explore opportunities for improvements for the four

partners

Activities Workshop of Experts ( February 2007 in Copenhagen) focusing on: getting content,

providing access, statistics and evaluation, access and administration technology. Outcome: 4 reports including recommendations for future actions (will be available in

the coming weeks on the KE Website) A joint international tender to move the multi-national licensing agenda forward while

minimising many of the risks involved. invitations to publishers (February 2007) led to 30 potential participants

closed second round of bidding resulted in 9 proposals currently beingevaluated by the partner organizations A benchmarking project on licensing methods (and prices) Establish Working Groups to take forward recommendations from Conference


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Open AccessGoals:

articulate common voice on policyand other initiatives

Activities

Joint petition on Open Accesstogether with SPARC Europe,signed by over 26,000 individualsand 1200 institutions; presented toPotocnik in Brussels, 15/16February 2007

Meeting of national OA experts

(May 2007, Bristol) to discusspossible joint KE work in the future

Exchange best practiceapproaches to Open Access


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Open Access

Current Topics & Approaches under consideration

License to Publish promote awareness of authors rights

Focus on the economics of Open Access, coordinate studies, share results

Make existing services better , more sustainable, more international (e.g., Sherpa /Romeo database on information on publishers)


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Thank you for your attention!

Questions ?

Max Voegler Deutsche Forschungsgemeinschaft (DFG)

further information:http://www.knowledge-exchange.info

http://www.deff.dk http://www.surf.nl

http://www.jisc.ac.uk http://www.dfg.de/lis

Documents

20070920 Padua -- KE Activities Update